Filed June 29, 2026 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,988 | $49,976+242.1% | $66,674+156.5% | $82,637+106.9% |
| Participation rate | 97.8% | 63.1%+34.7pp | 73.7%+24.2pp | 68.1%+29.8pp |
| Annual return | 20.10% | 39.09%-19.0pp | 321.24%-301.1pp | 53.51%-33.4pp |
| Employer contribution / active EE | $13,657 | $1,988+586.9% | $2,620+421.3% | $2,552+435.1% |
| Participant deferral / active EE | $7,917 | $2,847+178.1% | $4,084+93.9% | $4,126+91.9% |
| Admin fee / account holder | $29,367 | $4,594+539.3% | $5,098+476.0% | $7,339+300.2% |